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Technology Stocks : Electro Scientific??? -- Ignore unavailable to you. Want to Upgrade?

To: vinh pham who wrote (333)	1/29/1998 5:27:00 PM
From: Mark Oliver	Read Replies (2) \| Respond to of 723

Yesterday, MU and TXN moved up on reports of rising DRAM prices. Probably a temporary blip, but can't hurt ESI. See CY also made a nice rise. Looks like we might get past 10 again. I also have hopes of Ramtron making some headway with their ESDRAM. Seems like all the press is going to Rambus, but their seems to be a competitive issue. Still, I think it was Merrill Lynch that lowered 98 semi equip from 5 to 10% to 0 to 5%. Lots of people covering their ass as it's so hard to project. Still, if we can only go by the recent ESI press release, things should be okay. I saw today for the first time in a long while the spread had shrunk to 1/8th. I think that is positive. Regards, Mark